Blog
SMSFs encouraged to embrace fintech
http://www.financialstandard.com.au/news/view/90209244 SMSF members need to embrace fintech to minimise the erosion of returns and add simplicity to the costs of both asset ownership and administration. Managed account software provider MA Operator says many SMSFs are [...]
IFA Article: Advisers need to address unacceptable SMSF fees
Inefficiencies and additional cost layers imposed on SMSFs are “unnecessary and unacceptable”, a financial services technology provider has said, calling for advisers to address the issue of the double dipping of fees. In a statement [...]
Investor Daily Analysis: Managed Accounts
BY S. BERNASCONI Tuesday, 09 August 2016 The managed accounts sector is set to keep growing, but inefficient manual processes are limiting advisers’ capacity, writes MA Operator’s Shannon Bernasconi. According to a recent report from [...]
Enhancing client conversations with analytics
Analytics, long used in the construction of portfolios, are emerging as a powerful communications tool for advisers. They can aid discussions about portfolio performance and also help advisers and clients make decisions about future investments. [...]
Rebalance faster and treat each client like your number one
Whilst there’s still debate about just how regularly investment portfolios should be rebalanced, most would agree that the time and costs involved can be staggering. In addition to determining the securities to be bought and [...]
Managed accounts: An industry ripe for disruption
According to a recent report from Morgan Stanley, the managed accounts industry is tipped to hit $60 billion by 2020. It’s a landmark opportunity for managed account operators, MDA Operators (managed discretionary account) and financial [...]
IFA Press Release
New MDA technology provider targets IFAs A new managed discretionary accounts (MDA) technology firm has launched in Australia today, targeting the IFA sector with services intended to tackle some common ‘pain points’. The firm’s MA [...]
Australian Fintech article
New fintech fills the void of efficiency and independence for managed accounts MA Operator, a brand new technology for financial advisers, launched in Sydney today. The firm provides three different services on the same comprehensive [...]